Institutional Ownership Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE). We have compiled data on the 831 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,348
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
37,288
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
37,237
shares
|
$1.03 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
36,707
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
36,535
shares
|
$1.01 Million
0.54% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
35,837
shares
|
$989,459
0.47% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
35,823
shares
|
$989,073
0.04% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
35,819
shares
|
$988,962
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
35,511
shares
|
$980,458
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
35,472
shares
|
$979,381
0.02% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
35,443
shares
|
$978,581
0.35% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
35,360
shares
|
$976,289
0.27% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
35,009
shares
|
$966,598
0.36% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
34,867
shares
|
$962,677
0.55% of portfolio
|
Q4 2023
Reduced 19.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,746
shares
|
$959,337
0.07% of portfolio
|
Q4 2022
Reduced 36.36%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
34,682
shares
|
$957,570
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,141
shares
|
$942,633
0.24% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
34,059
shares
|
$940,368
0.01% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
33,525
shares
|
$925,625
0.12% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
33,204
shares
|
$916,762
0.14% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
33,203
shares
|
$916,734
0.13% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
33,168
shares
|
$915,768
0.75% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
32,804
shares
|
$905,718
0.47% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
32,203
shares
|
$889,124
0.02% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
31,894
shares
|
$880,593
0.61% of portfolio
|
Q4 2024
Added 2.28%
|